Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing SHYG Share Count | ||||
Bramshill Investments LLC | 2,025 | 4,799,257 | +4,797,232 | +236900.35% |
Raleigh Capital Management Inc. | 20 | 870 | +850 | +4250.00% |
CI Private Wealth LLC | 5,225 | 138,260 | +133,035 | +2546.12% |
Childress Capital Advisors LLC | 6,496 | 102,883 | +96,387 | +1483.79% |
Millennium Management LLC | 9,489 | 107,646 | +98,157 | +1034.43% |
Donoghue Forlines LLC | 16,522 | 79,048 | +62,526 | +378.44% |
Ninety One UK Ltd | 48,200 | 196,200 | +148,000 | +307.05% |
Strategic Blueprint LLC | 4,909 | 17,163 | +12,254 | +249.62% |
Renaissance Technologies LLC | 77,700 | 263,600 | +185,900 | +239.25% |
GeoWealth Management LLC | 35,535 | 106,353 | +70,818 | +199.29% |
Essex LLC | 16,920 | 48,446 | +31,526 | +186.32% |
Friedenthal Financial | 60,549 | 157,728 | +97,179 | +160.50% |
Blair William & Co. IL | 691 | 1,723 | +1,032 | +149.35% |
Huntington National Bank | 40 | 94 | +54 | +135.00% |
Crabel Capital Management LLC | 16,262 | 36,389 | +20,127 | +123.77% |
Ronald Blue Trust Inc. | 4,264 | 9,409 | +5,145 | +120.66% |
Transform Wealth LLC | 54,103 | 118,224 | +64,121 | +118.52% |
Parallel Advisors LLC | 845 | 1,830 | +985 | +116.57% |
Goldman Sachs Group Inc. | 92,046 | 193,339 | +101,293 | +110.05% |
Bessemer Group Inc. | 3,200 | 6,557 | +3,357 | +104.91% |
Atria Investments LLC | 331,062 | 672,445 | +341,383 | +103.12% |
Cedar Wealth Management LLC | 1 | 2 | +1 | +100.00% |
Regions Financial Corp | 9,168 | 17,601 | +8,433 | +91.98% |
Whittier Trust Co. | 3,650 | 6,917 | +3,267 | +89.51% |
Change Path LLC | 69,045 | 128,856 | +59,811 | +86.63% |
Baird Financial Group Inc. | 14,166 | 26,006 | +11,840 | +83.58% |
Susquehanna International Group LLP | 17,878 | 30,232 | +12,354 | +69.10% |
Gerber Kawasaki Wealth & Investment Management | 10,545 | 17,819 | +7,274 | +68.98% |
Farther Finance Advisors LLC | 12,114 | 20,430 | +8,316 | +68.65% |
United Capital Financial Advisers LLC | 115,780 | 193,974 | +78,194 | +67.54% |
Cetera Advisors LLC | 30,176 | 49,507 | +19,331 | +64.06% |
Private Trust Co. NA | 3,557 | 5,709 | +2,152 | +60.50% |
Retirement Group LLC | 3,740 | 5,793 | +2,053 | +54.89% |
Hudock Inc. | 25,921 | 39,765 | +13,844 | +53.41% |
Park Avenue Securities LLC | 148,625 | 226,863 | +78,238 | +52.64% |
CFS Investment Advisory Services LLC | 21,328 | 32,182 | +10,854 | +50.89% |
JNB Advisors LLC | 208,271 | 306,499 | +98,228 | +47.16% |
Envestnet Portfolio Solutions Inc. | 39,978 | 57,400 | +17,422 | +43.58% |
BNP Paribas Arbitrage SA | 340,512 | 479,371 | +138,859 | +40.78% |
Citigroup Inc. | 315 | 437 | +122 | +38.73% |
Equitable Holdings Inc. | 42,247 | 58,434 | +16,187 | +38.32% |
Kingsview Wealth Management LLC | 23,844 | 32,784 | +8,940 | +37.49% |
Allworth Financial LP | 4,786 | 6,480 | +1,694 | +35.39% |
DB Wealth Management Group LLC | 44,284 | 59,913 | +15,629 | +35.29% |
FinDec Wealth Services Inc. | 106,081 | 142,642 | +36,561 | +34.47% |
Aspire Private Capital LLC | 3 | 4 | +1 | +33.33% |
TPG Financial Advisors LLC | 4,884 | 6,500 | +1,616 | +33.09% |
Csenge Advisory Group | 28,291 | 37,427 | +9,136 | +32.29% |
Wealthfront Advisers LLC | 1,262,792 | 1,633,014 | +370,222 | +29.32% |
HCR Wealth Advisors | 39,602 | 50,823 | +11,221 | +28.33% |
Wells Fargo & Company MN | 882,993 | 1,128,398 | +245,405 | +27.79% |
Gradient Investments LLC | 1,190 | 1,510 | +320 | +26.89% |
Zuckerman Investment Group LLC | 9,302 | 11,658 | +2,356 | +25.33% |
Private Advisor Group LLC | 34,998 | 43,804 | +8,806 | +25.16% |
Arkadios Wealth Advisors | 6,730 | 8,376 | +1,646 | +24.46% |
Baker Tilly Financial LLC | 28,069 | 34,686 | +6,617 | +23.57% |
Benjamin F. Edwards & Company Inc. | 2,253 | 2,762 | +509 | +22.59% |
KC Investment Advisors LLC | 14,247 | 17,429 | +3,182 | +22.33% |
UBS Group AG | 627,503 | 767,376 | +139,873 | +22.29% |
Toroso Investments LLC | 36,196 | 44,202 | +8,006 | +22.12% |
Diversified Portfolios Inc. | 11,500 | 13,920 | +2,420 | +21.04% |
RiverFront Investment Group LLC | 843,052 | 1,019,738 | +176,686 | +20.96% |
Fulton Breakefield Broenniman LLC | 33,134 | 40,055 | +6,921 | +20.89% |
Resources Investment Advisors LLC. | 246,858 | 297,380 | +50,522 | +20.47% |
Nwam LLC | 16,193 | 19,494 | +3,301 | +20.39% |
Cetera Investment Advisers | 417,294 | 501,132 | +83,838 | +20.09% |
Mercer Global Advisors Inc. ADV | 968,115 | 1,160,357 | +192,242 | +19.86% |
Rooted Wealth Advisors Inc. | 47,146 | 56,494 | +9,348 | +19.83% |
Madden Advisory Services Inc. | 62,044 | 74,230 | +12,186 | +19.64% |
Cetera Advisor Networks LLC | 147,063 | 175,500 | +28,437 | +19.34% |
Nuveen Asset Management LLC | 196,241 | 233,904 | +37,663 | +19.19% |
Creative Planning | 302,196 | 358,042 | +55,846 | +18.48% |
Apollon Wealth Management LLC | 32,504 | 38,498 | +5,994 | +18.44% |
Paradigm Financial Partners LLC | 228,776 | 269,413 | +40,637 | +17.76% |
Atria Wealth Solutions Inc. | 111,104 | 129,926 | +18,822 | +16.94% |
Prudential PLC | 24,900 | 29,100 | +4,200 | +16.87% |
Curtis Advisory Group LLC | 46,017 | 53,762 | +7,745 | +16.83% |
Royal Bank of Canada | 8,801,967 | 10,220,808 | +1,418,841 | +16.12% |
Aveo Capital Partners LLC | 11,213 | 13,007 | +1,794 | +16.00% |
Jmac Enterprises LLC | 77,154 | 89,451 | +12,297 | +15.94% |
OLD National Bancorp IN | 59,677 | 68,986 | +9,309 | +15.60% |
Sigma Investment Counselors Inc. | 114,031 | 131,464 | +17,433 | +15.29% |
Vantage Financial Partners LLC | 6,667 | 7,646 | +979 | +14.68% |
D L Carlson Investment Group Inc. | 34,326 | 39,161 | +4,835 | +14.09% |
Continuum Advisory LLC | 35,884 | 40,545 | +4,661 | +12.99% |
Concorde Asset Management LLC | 8,092 | 9,112 | +1,020 | +12.61% |
Janney Montgomery Scott LLC | 244,881 | 274,015 | +29,134 | +11.90% |
Steel Peak Wealth Management LLC | 6,085 | 6,795 | +710 | +11.67% |
We Are One Seven LLC | 36,818 | 40,989 | +4,171 | +11.33% |
Acorn Wealth Advisors LLC | 6,278 | 6,979 | +701 | +11.17% |
JFS Wealth Advisors LLC | 17,013 | 18,862 | +1,849 | +10.87% |
Wealthsource Partners LLC | 26,636 | 29,425 | +2,789 | +10.47% |
Betterment LLC | 142,315 | 156,938 | +14,623 | +10.28% |
Wallace Advisory Group LLC | 11,436 | 12,608 | +1,172 | +10.25% |
Sunbelt Securities Inc. | 41,599 | 45,840 | +4,241 | +10.19% |
Endowment Wealth Management Inc. | 30,822 | 33,842 | +3,020 | +9.80% |
OLD Mission Capital LLC | 38,945 | 42,651 | +3,706 | +9.52% |
LPL Financial LLC | 1,199,519 | 1,312,121 | +112,602 | +9.39% |
CWM LLC | 49,057 | 53,244 | +4,187 | +8.53% |
Comerica Bank | 22,082 | 23,863 | +1,781 | +8.07% |
Dana Investment Advisors Inc. | 11,571 | 12,503 | +932 | +8.05% |
Penobscot Wealth Management | 12,356 | 13,311 | +955 | +7.73% |
Financial Advisory Partners LLC | 349,836 | 376,524 | +26,688 | +7.63% |
Mendel Capital Management LLC | 13,857 | 14,879 | +1,022 | +7.38% |
EFG Asset Management Americas Corp. | 15,392 | 16,467 | +1,075 | +6.98% |
Dakota Wealth Management | 5,840 | 6,245 | +405 | +6.93% |
First Hawaiian Bank | 43,159 | 46,143 | +2,984 | +6.91% |
LWS Wealth Advisors Inc. | 167,903 | 179,428 | +11,525 | +6.86% |
Webster Bank N. A. | 157,977 | 168,635 | +10,658 | +6.75% |
Baker Avenue Asset Management LP | 393,738 | 420,275 | +26,537 | +6.74% |
Sterling Investment Counsel LLC | 15,141 | 16,151 | +1,010 | +6.67% |
PFG Advisors | 9,044 | 9,640 | +596 | +6.59% |
Bank of America Corp DE | 1,502,141 | 1,599,694 | +97,553 | +6.49% |
Ascent Group LLC | 118,274 | 125,833 | +7,559 | +6.39% |
J.W. Cole Advisors Inc. | 8,509 | 9,045 | +536 | +6.30% |
Powers Advisory Group LLC | 172,864 | 183,632 | +10,768 | +6.23% |
Envestnet Asset Management Inc. | 4,367,737 | 4,625,861 | +258,124 | +5.91% |
Etesian Wealth Advisors Inc. | 39,486 | 41,809 | +2,323 | +5.88% |
Buckingham Strategic Partners | 16,141 | 17,089 | +948 | +5.87% |
Canvas Wealth Advisors LLC | 16,026 | 16,960 | +934 | +5.83% |
Level Four Advisory Services LLC | 13,781 | 14,536 | +755 | +5.48% |
One Capital Management LLC | 69,567 | 73,368 | +3,801 | +5.46% |
Western Wealth Management LLC | 44,869 | 47,241 | +2,372 | +5.29% |
GWM Advisors LLC | 6,494 | 6,829 | +335 | +5.16% |
Level Financial Advisors Inc. | 100,823 | 105,462 | +4,639 | +4.60% |
PFG Investments LLC | 5,295 | 5,538 | +243 | +4.59% |
Snowden Capital Advisors LLC | 13,706 | 14,315 | +609 | +4.44% |
New York Life Investment Management LLC | 177,341 | 184,959 | +7,618 | +4.30% |
Fairview Capital Investment Management LLC | 198,468 | 206,848 | +8,380 | +4.22% |
Carr Financial Group Corp | 38,360 | 39,949 | +1,589 | +4.14% |
Kestra Advisory Services LLC | 138,351 | 143,547 | +5,196 | +3.76% |
Beacon Financial Advisory LLC | 10,713 | 11,089 | +376 | +3.51% |
Alesco Advisors LLC | 58,170 | 60,085 | +1,915 | +3.29% |
Motley Fool Wealth Management LLC | 429,412 | 443,416 | +14,004 | +3.26% |
Miracle Mile Advisors LLC | 475,506 | 490,519 | +15,013 | +3.16% |
KFA Private Wealth Group LLC | 8,849 | 9,128 | +279 | +3.15% |
Investments & Financial Planning LLC | 16,291 | 16,750 | +459 | +2.82% |
ORG Partners LLC | 177 | 182 | +5 | +2.82% |
Actinver Wealth Management Inc. | 20,715 | 21,279 | +564 | +2.72% |
Warren Averett Asset Management LLC | 30,516 | 31,305 | +789 | +2.59% |
Angeles Wealth Management LLC | 2,097 | 2,151 | +54 | +2.58% |
SageView Advisory Group LLC | 102,173 | 104,790 | +2,617 | +2.56% |
S. R. Schill & Associates | 52,280 | 53,580 | +1,300 | +2.49% |
McNamara Financial Services Inc. | 17,067 | 17,492 | +425 | +2.49% |
Tradition Wealth Management LLC | 407 | 417 | +10 | +2.46% |
The PNC Financial Services Group Inc. | 71,150 | 72,880 | +1,730 | +2.43% |
Assetmark Inc. | 2,011,140 | 2,059,721 | +48,581 | +2.42% |
Econ Financial Services Corp | 51,565 | 52,806 | +1,241 | +2.41% |
Blue Barn Wealth LLC | 144,488 | 147,830 | +3,342 | +2.31% |
Bell Investment Advisors Inc | 980 | 1,002 | +22 | +2.24% |
Mutual Advisors LLC | 27,923 | 28,547 | +624 | +2.23% |
Founders Financial Alliance LLC | 651 | 665 | +14 | +2.15% |
Courage Miller Partners LLC | 10,575 | 10,798 | +223 | +2.11% |
Quaker Wealth Management LLC | 10,142 | 10,354 | +212 | +2.09% |
Peak Financial Management Inc. | 198,393 | 202,158 | +3,765 | +1.90% |
Sheets Smith Wealth Management | 28,908 | 29,441 | +533 | +1.84% |
Financial Management Network Inc. | 14,511 | 14,774 | +263 | +1.81% |
Prudential Financial Inc. | 61,063 | 62,138 | +1,075 | +1.76% |
Avantax Advisory Services Inc. | 10,123 | 10,293 | +170 | +1.68% |
Global Strategic Investment Solutions LLC | 204,593 | 207,918 | +3,325 | +1.63% |
CKW Financial Group | 9,170 | 9,315 | +145 | +1.58% |
My Legacy Advisors LLC | 151,517 | 153,833 | +2,316 | +1.53% |
Cadent Capital Advisors LLC | 8,941 | 9,071 | +130 | +1.45% |
Bartlett & Co. LLC | 138,161 | 140,089 | +1,928 | +1.40% |
Bartlett & CO. Wealth Management LLC | 138,161 | 140,089 | +1,928 | +1.40% |
HighTower Advisors LLC | 722,148 | 731,417 | +9,269 | +1.28% |
Cabot Wealth Management Inc. | 29,801 | 30,171 | +370 | +1.24% |
Boston Private Wealth LLC | 82,039 | 82,901 | +862 | +1.05% |
Raymond James & Associates | 797,280 | 805,278 | +7,998 | +1.00% |
Hunter Associates Investment Management LLC | 7,179 | 7,251 | +72 | +1.00% |
Commonwealth Equity Services LLC | 3,027,146 | 3,056,988 | +29,842 | +0.99% |
Financial Strategies Group Inc. | 387,867 | 391,715 | +3,848 | +0.99% |
Tucker Asset Management LLC | 1,751 | 1,768 | +17 | +0.97% |
Truist Financial Corp | 431,461 | 435,339 | +3,878 | +0.90% |
Advisor OS LLC | 129,921 | 131,039 | +1,118 | +0.86% |
Round Rock Advisors LLC | 18,147 | 18,257 | +110 | +0.61% |
Morgan Stanley | 1,778,801 | 1,789,104 | +10,303 | +0.58% |
Northwest Capital Management Inc | 5,363 | 5,393 | +30 | +0.56% |
Jaffetilchin Investment Partners LLC | 24,017 | 24,111 | +94 | +0.39% |
Jackson Creek Investment Advisors LLC | 28,515 | 28,576 | +61 | +0.21% |
Next Capital Management LLC | 32,763 | 32,806 | +43 | +0.13% |
Sumitomo Mitsui Trust Holdings Inc. | 100,002 | 100,093 | +91 | +0.09% |
Verum Partners LLC | 74,513 | 74,545 | +32 | +0.04% |
13F Filers Reporting New Positions In SHYG | ||||
Glassman Wealth Services | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 10,551 | +10,551 | +100% |
Northern Trust Corp | 0 | 57,154 | +57,154 | +100% |
Bailard Inc. | 0 | 5,026 | +5,026 | +100% |
South State CORP. | 0 | 985 | +985 | +100% |
Clearstead Advisors LLC | 0 | 137 | +137 | +100% |
State of Wisconsin Investment Board | 0 | 472,000 | +472,000 | +100% |
NBT Bank N A NY | 0 | 768 | +768 | +100% |
Wilbanks Smith & Thomas Asset Management LLC | 0 | 468,097 | +468,097 | +100% |
Chesapeake Capital Corp IL | 0 | 70,853 | +70,853 | +100% |
ProVise Management Group LLC | 0 | 10,328 | +10,328 | +100% |
Grimes & Company Inc. | 0 | 3,933,072 | +3,933,072 | +100% |
Capstone Investment Advisors LLC | 0 | 314,901 | +314,901 | +100% |
Sawtooth Solutions LLC | 0 | 7,169 | +7,169 | +100% |
Little Harbor Advisors LLC | 0 | 142,180 | +142,180 | +100% |
Prospera Financial Services Inc | 0 | 42,383 | +42,383 | +100% |
Colony Group LLC | 0 | 5,000 | +5,000 | +100% |
Saxony Capital Management LLC | 0 | 6,658 | +6,658 | +100% |
Chicago Partners Investment Group LLC | 0 | 8,805 | +8,805 | +100% |
Eqis Capital Management Inc. | 0 | 14,345 | +14,345 | +100% |
Financial Management Professionals Inc. | 0 | 120 | +120 | +100% |
Headlands Technologies LLC | 0 | 744 | +744 | +100% |
SRS Capital Advisors Inc. | 0 | 198 | +198 | +100% |
Arete Wealth Advisors LLC | 0 | 28,829 | +28,829 | +100% |
Richardson Capital Management LLC | 0 | 876 | +876 | +100% |
Alliance Wealth Management Group | 0 | 100,724 | +100,724 | +100% |
Squarepoint Ops LLC | 0 | 33,241 | +33,241 | +100% |
Share Andrew L. | 0 | 8,448 | +8,448 | +100% |
Shepherd Financial Partners LLC | 0 | 13,607 | +13,607 | +100% |
IHT Wealth Management LLC | 0 | 71,013 | +71,013 | +100% |
Wsfs Capital Management LLC | 0 | 12,732 | +12,732 | +100% |
Independence Bank of Kentucky | 0 | 26 | +26 | +100% |
Waterloo Capital L.P. | 0 | 121,268 | +121,268 | +100% |
Prime Capital Investment Advisors LLC | 0 | 77,840 | +77,840 | +100% |
Castleview Partners LLC | 0 | 212 | +212 | +100% |
Fulcrum Equity Management | 0 | 10,257 | +10,257 | +100% |
All Season Financial Advisors Inc. | 0 | 25,338 | +25,338 | +100% |
VisionPoint Advisory Group LLC | 0 | 27,765 | +27,765 | +100% |
Adroit Compliance LLC | 0 | 44,197 | +44,197 | +100% |
Ieq Capital LLC | 0 | 11,371 | +11,371 | +100% |
Aurum Wealth Management Group LLC | 0 | 5,988 | +5,988 | +100% |
Dohj LLC | 0 | 36,465 | +36,465 | +100% |
Lloyd Advisory Services LLC. | 0 | 4,988 | +4,988 | +100% |
FSA Wealth Management LLC | 0 | 17 | +17 | +100% |
Scarborough Advisors LLC | 0 | 1,176 | +1,176 | +100% |
Ndwm LLC | 0 | 10,310 | +10,310 | +100% |
International Assets Investment Management LLC | 0 | 92,715 | +92,715 | +100% |
Tennessee Valley Asset Management Partners | 0 | 53 | +53 | +100% |
Heritage Wealth Management LLC | 0 | 11,935 | +11,935 | +100% |
Diversified LLC | 0 | 5,758 | +5,758 | +100% |
Collective Family Office LLC | 0 | 13,201 | +13,201 | +100% |
Coppell Advisory Solutions LLC | 0 | 17,691 | +17,691 | +100% |
Vermillion & White Wealth Management Group LLC | 0 | 1,793 | +1,793 | +100% |
Cherry Creek Investment Advisors Inc. | 0 | 6,162 | +6,162 | +100% |
BayBridge Capital Group LLC | 0 | 26,003 | +26,003 | +100% |
CoreCap Advisors LLC | 0 | 26,619 | +26,619 | +100% |
Journey Strategic Wealth LLC | 0 | 39,870 | +39,870 | +100% |
Resurgent Financial Advisors LLC | 0 | 4,553 | +4,553 | +100% |
Bulltick Wealth Management LLC | 0 | 32,842 | +32,842 | +100% |
Security Financial Services INC. | 0 | 6,562 | +6,562 | +100% |
Hutchens & Kramer Investment Management Group LLC | 0 | 10,153 | +10,153 | +100% |
ICA Group Wealth Management LLC | 0 | 4,165 | +4,165 | +100% |
Dunhill Financial LLC | 0 | 17 | +17 | +100% |
Fortitude Family Office LLC | 0 | 19,586 | +19,586 | +100% |
Significant Wealth Partners LLC | 0 | 11,183 | +11,183 | +100% |
Destiny Capital Corp CO | 0 | 134,987 | +134,987 | +100% |
Bush Investment Group LLC | 0 | 78,301 | +78,301 | +100% |
Tyche Wealth Partners LLC | 0 | 7,038 | +7,038 | +100% |
Quotient Wealth Partners LLC | 0 | 7,127 | +7,127 | +100% |
BKM Wealth Management LLC | 0 | 646 | +646 | +100% |
Kitching Partners LLC | 0 | 171,250 | +171,250 | +100% |
Maia Wealth LLC | 0 | 5,710 | +5,710 | +100% |
Caitlin John LLC | 0 | 125 | +125 | +100% |
Catalytic Wealth RIA LLC | 0 | 69,460 | +69,460 | +100% |
Spectrum Wealth Counsel LLC | 0 | 968 | +968 | +100% |
Pathstone Holdings LLC | 0 | 1,157,725 | +1,157,725 | +100% |
Trademark Financial Management LLC | 0 | 12,475 | +12,475 | +100% |
Foster Dykema Cabot & Partners LLC | 0 | 124 | +124 | +100% |
GLOBALT Investments LLC GA | 0 | 17,328 | +17,328 | +100% |
Able Wealth Management LLC | 0 | 293 | +293 | +100% |
Financial Network Wealth Advisors LLC | 0 | 22,349 | +22,349 | +100% |
Vima LLC | 0 | 160 | +160 | +100% |
Hobbs Group Advisors LLC | 0 | 961 | +961 | +100% |
Richardson Financial Services Inc. | 0 | 32,127 | +32,127 | +100% |
ARK & TLK Investments LLC | 0 | 6,928 | +6,928 | +100% |
Processus Wealth & Capital Management LLC | 0 | 36,066 | +36,066 | +100% |
Yeomans Consulting Group Inc. | 0 | 11,802 | +11,802 | +100% |
13F Filers With Unchanged Share Count | ||||
Caldwell Sutter Capital Inc. | 350 | 350 | UNCH | 0.00% |
Conning Inc. | 210,194 | 210,194 | UNCH | 0.00% |
Delphi Financial Group Inc. | 790,320 | 790,320 | UNCH | 0.00% |
Delta Asset Management LLC TN | 483 | 483 | UNCH | 0.00% |
Salem Investment Counselors Inc. | 71 | 71 | UNCH | 0.00% |
National Bank of Canada FI | 550 | 550 | UNCH | 0.00% |
UMB Bank N A MO | 796 | 796 | UNCH | 0.00% |
Smithfield Trust Co. | 15,846 | 15,846 | UNCH | 0.00% |
Duncker Streett & Co. Inc. | 2,004 | 2,004 | UNCH | 0.00% |
M&R Capital Management Inc. | 215 | 215 | UNCH | 0.00% |
Advanced Asset Management Advisors Inc | 14,800 | 14,800 | UNCH | 0.00% |
Partners Value Investments LP | 241,302 | 241,302 | UNCH | 0.00% |
Leuthold Group LLC | 75,978 | 75,978 | UNCH | 0.00% |
Coastline Trust Co | 12,195 | 12,195 | UNCH | 0.00% |
North Star Investment Management Corp. | 5,090 | 5,090 | UNCH | 0.00% |
Lee Financial Co | 175 | 175 | UNCH | 0.00% |
Meitav Dash Investments Ltd. | 5,858 | 5,858 | UNCH | 0.00% |
Nepc LLC | 891,258 | 891,258 | UNCH | 0.00% |
Signaturefd LLC | 75 | 75 | UNCH | 0.00% |
Harbor Investment Advisory LLC | 60 | 60 | UNCH | 0.00% |
Asset Dedication LLC | 288 | 288 | UNCH | 0.00% |
Transamerica Financial Advisors Inc. | 6 | 6 | UNCH | 0.00% |
Tower Research Capital LLC TRC | 80 | 80 | UNCH | 0.00% |
Colonial Trust Advisors | 2,775 | 2,775 | UNCH | 0.00% |
Lowe Wealth Advisors LLC | 813 | 813 | UNCH | 0.00% |
FinTrust Capital Advisors LLC | 7,897 | 7,897 | UNCH | 0.00% |
AllSquare Wealth Management LLC | 15 | 15 | UNCH | 0.00% |
Edmond DE Rothschild Holding S.A. | 795 | 795 | UNCH | 0.00% |
Capital Investment Advisory Services LLC | 3,928 | 3,928 | UNCH | 0.00% |
Aptus Capital Advisors LLC | 87 | 87 | UNCH | 0.00% |
Qube Research & Technologies Ltd | 8,352 | 8,352 | UNCH | 0.00% |
Carmichael Hill & Associates Inc. | 212 | 212 | UNCH | 0.00% |
Investors Research Corp | 455 | 455 | UNCH | 0.00% |
Larson Financial Group LLC | 94 | 94 | UNCH | 0.00% |
GPS Wealth Strategies Group LLC | 76 | 76 | UNCH | 0.00% |
Financial Gravity Asset Management Inc. | 4,861,729 | 4,861,729 | UNCH | 0.00% |
Mmbg Investment Advisors CO. | 16,348 | 16,348 | UNCH | 0.00% |
Patriot Investment Management Inc. | 14,726 | 14,726 | UNCH | 0.00% |
Stonehage Fleming Financial Services Holdings Ltd | 14,234 | 14,234 | UNCH | 0.00% |
Avion Wealth | 825 | 825 | UNCH | 0.00% |
Tsfg LLC | 26 | 26 | UNCH | 0.00% |
Key Financial Inc | 178 | 178 | UNCH | 0.00% |
EPG Wealth Management LLC | 2,322 | 2,322 | UNCH | 0.00% |
Archer Investment Corp | 991 | 991 | UNCH | 0.00% |
Iron Horse Wealth Management LLC | 181 | 181 | UNCH | 0.00% |
FOCUS Wealth Advisors LLC | 5,372 | 5,372 | UNCH | 0.00% |
Householder Group Estate & Retirement Specialist LLC | 27 | 27 | UNCH | 0.00% |
Allspring Global Investments Holdings LLC | 395,500 | 395,500 | UNCH | 0.00% |
Guardian Wealth Advisors LLC NC | 87 | 87 | UNCH | 0.00% |
Wedmont Private Capital | 12,691 | 12,691 | UNCH | 0.00% |
MAS Advisors LLC | 10,243 | 10,243 | UNCH | 0.00% |
Kathleen S. Wright Associates Inc. | 9,097 | 9,097 | UNCH | 0.00% |
Morton Brown Family Wealth LLC | 37 | 37 | UNCH | 0.00% |
Aspire Wealth Management Corp | 4 | 4 | UNCH | 0.00% |
Beacon Capital Management LLC | 336 | 336 | UNCH | 0.00% |
Redwood Financial Network Corp | 10,984 | 10,984 | UNCH | 0.00% |
Japan Science & Technology Agency | 5,070,493 | 5,070,493 | UNCH | 0.00% |
Colonial Trust Co SC | 8,290 | 8,290 | UNCH | 0.00% |
Trifecta Capital Advisors LLC | 25 | 25 | UNCH | 0.00% |
ZRC Wealth Management LLC | 642 | 642 | UNCH | 0.00% |
Cherry Tree Wealth Management LLC | 488 | 488 | UNCH | 0.00% |
New Republic Capital LLC | 12,778 | 12,778 | UNCH | 0.00% |
Syntax Research Inc. | 961 | 961 | UNCH | 0.00% |
13F Filers Decreasing SHYG Share Count | ||||
Legacy Financial Group LLC | 170,403 | 10,799 | -159,604 | -93.66% |
Macquarie Group Ltd. | 1,019,006 | 80,271 | -938,735 | -92.12% |
Merit Financial Group LLC | 241,297 | 27,284 | -214,013 | -88.69% |
AdvisorNet Financial Inc | 6,526 | 910 | -5,616 | -86.06% |
Foundations Investment Advisors LLC | 170,976 | 27,061 | -143,915 | -84.17% |
Northwestern Mutual Wealth Management Co. | 130,423 | 26,048 | -104,375 | -80.03% |
Morris Retirement Advisors LLC | 116,932 | 29,027 | -87,905 | -75.18% |
Koshinski Asset Management Inc. | 22,571 | 5,609 | -16,962 | -75.15% |
JPMorgan Chase & Co. | 419,606 | 104,422 | -315,184 | -75.11% |
Bank of Nova Scotia | 20,662 | 5,458 | -15,204 | -73.58% |
GoalVest Advisory LLC | 477 | 129 | -348 | -72.96% |
HRT Financial LP | 88,679 | 24,283 | -64,396 | -72.62% |
Bank of Montreal Can | 65,135 | 21,131 | -44,004 | -67.56% |
Monticello Wealth Management LLC | 191,407 | 67,249 | -124,158 | -64.87% |
Sigma Planning Corp | 67,512 | 23,801 | -43,711 | -64.75% |
Galvin Gaustad & Stein LLC | 16,283 | 6,005 | -10,278 | -63.12% |
Lincoln National Corp | 28,386 | 11,698 | -16,688 | -58.79% |
FMR LLC | 6,535 | 2,899 | -3,636 | -55.64% |
Vectors Research Management LLC | 234,374 | 106,305 | -128,069 | -54.64% |
Front Row Advisors LLC | 616 | 300 | -316 | -51.30% |
Advisory Services Network LLC | 26,624 | 13,030 | -13,594 | -51.06% |
First Horizon Advisors Inc. | 2,041 | 999 | -1,042 | -51.05% |
Wright Fund Managment LLC | 2,944,159 | 1,459,500 | -1,484,659 | -50.43% |
MA Private Wealth | 59,174 | 29,955 | -29,219 | -49.38% |
Retirement Financial Solutions LLC | 361,752 | 185,669 | -176,083 | -48.68% |
David Kennon Inc | 199,016 | 109,729 | -89,287 | -44.86% |
IFP Advisors Inc | 21,840 | 12,731 | -9,109 | -41.71% |
Channel Wealth LLC | 16,392 | 9,699 | -6,693 | -40.83% |
Nomura Asset Management Co. Ltd. | 1,212,700 | 728,200 | -484,500 | -39.95% |
Alliance Wealth Advisors LLC UT | 23,672 | 14,355 | -9,317 | -39.36% |
Cyndeo Wealth Partners LLC | 77,619 | 47,300 | -30,319 | -39.06% |
Probity Advisors Inc. | 456,058 | 279,557 | -176,501 | -38.70% |
Capital Analysts LLC | 45,258 | 28,058 | -17,200 | -38.00% |
O Shaughnessy Asset Management LLC | 28,800 | 18,153 | -10,647 | -36.97% |
Wambolt & Associates LLC | 68,353 | 43,731 | -24,622 | -36.02% |
Ameriprise Financial Inc. | 392,250 | 253,431 | -138,819 | -35.39% |
Cambridge Investment Research Advisors Inc. | 232,456 | 150,855 | -81,601 | -35.10% |
McAdam LLC | 19,909 | 13,365 | -6,544 | -32.87% |
Adell Harriman & Carpenter Inc. | 253,304 | 172,080 | -81,224 | -32.07% |
Global Retirement Partners LLC | 6,592 | 4,517 | -2,075 | -31.48% |
Allstate Corp | 159,622 | 109,622 | -50,000 | -31.32% |
Verus Capital Partners LLC | 8,111 | 5,633 | -2,478 | -30.55% |
Perigon Wealth Management LLC | 87,808 | 61,557 | -26,251 | -29.90% |
AE Wealth Management LLC | 840,995 | 589,597 | -251,398 | -29.89% |
Hsbc Holdings PLC | 42,465 | 30,265 | -12,200 | -28.73% |
Oppenheimer & Co. Inc. | 21,066 | 15,044 | -6,022 | -28.59% |
Townsquare Capital LLC | 2,574,427 | 1,848,241 | -726,186 | -28.21% |
Perennial Investment Advisors LLC | 9,888 | 7,176 | -2,712 | -27.43% |
Courier Capital LLC | 245,324 | 178,672 | -66,652 | -27.17% |
Disciplined Investments LLC | 16,525 | 12,198 | -4,327 | -26.18% |
Dynamic Advisor Solutions LLC | 56,324 | 41,722 | -14,602 | -25.93% |
Beirne Wealth Consulting Services LLC | 10,982 | 8,170 | -2,812 | -25.61% |
Virtue Capital Management LLC | 124,670 | 93,588 | -31,082 | -24.93% |
Great Lakes Retirement Inc. | 45,208 | 33,961 | -11,247 | -24.88% |
Stifel Financial Corp | 463,781 | 349,202 | -114,579 | -24.71% |
Portside Wealth Group LLC | 114,281 | 86,200 | -28,081 | -24.57% |
Advisor Group Holdings Inc. | 1,246,220 | 951,222 | -294,998 | -23.67% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,173 | 897 | -276 | -23.53% |
Wells Financial Advisors INC | 2,155 | 1,655 | -500 | -23.20% |
Paladin Advisory Group LLC | 1,526 | 1,177 | -349 | -22.87% |
Systelligence LLC | 177,078 | 136,659 | -40,419 | -22.83% |
Blankinship & Foster LLC | 31,583 | 24,586 | -6,997 | -22.15% |
Empower Advisory Group LLC | 9,159,498 | 7,234,089 | -1,925,409 | -21.02% |
StrategIQ Financial Group LLC | 12,544 | 9,960 | -2,584 | -20.60% |
AlphaStar Capital Management LLC | 9,075 | 7,289 | -1,786 | -19.68% |
Guidance Point Advisors LLC | 22,928 | 18,503 | -4,425 | -19.30% |
Beacon Pointe Advisors LLC | 68,343 | 55,713 | -12,630 | -18.48% |
Stokes Family Office LLC | 11,552 | 9,440 | -2,112 | -18.28% |
Western Financial Corp CA | 37,290 | 30,501 | -6,789 | -18.21% |
Transcend Wealth Collective LLC | 9,341 | 7,641 | -1,700 | -18.20% |
Horizon Financial Services LLC | 19,690 | 16,189 | -3,501 | -17.78% |
National Asset Management Inc. | 20,231 | 16,656 | -3,575 | -17.67% |
Johnson Bixby & Associates LLC | 39,932 | 32,898 | -7,034 | -17.61% |
KilterHowling LLC | 364,938 | 301,147 | -63,791 | -17.48% |
Charles Schwab Investment Advisory Inc. | 5,731 | 4,741 | -990 | -17.27% |
TBH Global Asset Management LLC | 11,311 | 9,360 | -1,951 | -17.25% |
Sierra Capital LLC | 32,224 | 26,889 | -5,335 | -16.56% |
Creative Financial Designs Inc. ADV | 82,846 | 69,291 | -13,555 | -16.36% |
Mascoma Wealth Management LLC | 6,657 | 5,612 | -1,045 | -15.70% |
MML Investors Services LLC | 119,659 | 101,191 | -18,468 | -15.43% |
NBC Securities Inc. | 35,909 | 30,718 | -5,191 | -14.46% |
Provence Wealth Management Group | 747 | 643 | -104 | -13.92% |
Naples Global Advisors LLC | 62,653 | 54,058 | -8,595 | -13.72% |
First Financialcorp IN | 236 | 204 | -32 | -13.56% |
Fifth Third Bancorp | 13,338 | 11,538 | -1,800 | -13.50% |
Matthew Goff Investment Advisor LLC | 384,242 | 332,879 | -51,363 | -13.37% |
First Foundation Advisors | 38,763 | 33,603 | -5,160 | -13.31% |
Capital Advisors Wealth Management LLC | 6,922 | 6,002 | -920 | -13.29% |
Towercrest Capital Management | 186,036 | 161,718 | -24,318 | -13.07% |
AlphaCentric Advisors LLC | 4,674 | 4,090 | -584 | -12.49% |
Cornerstone Planning Group LLC | 859 | 756 | -103 | -11.99% |
Northern Oak Wealth Management Inc. | 38,072 | 33,710 | -4,362 | -11.46% |
Thrive Capital Management LLC | 214,423 | 189,982 | -24,441 | -11.40% |
Dfpg Investments LLC | 27,935 | 24,885 | -3,050 | -10.92% |
Commonwealth Financial Services LLC | 6,602 | 5,885 | -717 | -10.86% |
US Bancorp DE | 3,118 | 2,791 | -327 | -10.49% |
Adviser Investments LLC | 215,503 | 194,350 | -21,153 | -9.82% |
Mariner LLC | 715,563 | 645,827 | -69,736 | -9.75% |
Bank of New York Mellon Corp | 1,960,215 | 1,780,470 | -179,745 | -9.17% |
Curi Capital | 14,876 | 13,569 | -1,307 | -8.79% |
Eagle Global Advisors LLC | 6,128 | 5,598 | -530 | -8.65% |
WealthShield Partners LLC | 655 | 600 | -55 | -8.40% |
Harbour Investments Inc. | 16,266 | 14,959 | -1,307 | -8.04% |
Geneos Wealth Management Inc. | 75,794 | 69,744 | -6,050 | -7.98% |
Redhawk Wealth Advisors Inc. | 152,892 | 140,986 | -11,906 | -7.79% |
FDx Advisors Inc. | 49,358 | 45,523 | -3,835 | -7.77% |
Worth Financial Advisory Group LLC | 34,450 | 31,835 | -2,615 | -7.59% |
TrueWealth Advisors LLC | 5,108 | 4,749 | -359 | -7.03% |
Advisory Alpha LLC | 97,532 | 90,751 | -6,781 | -6.95% |
BlackRock Inc. | 3,712,988 | 3,456,578 | -256,410 | -6.91% |
FWL Investment Management LLC | 145 | 135 | -10 | -6.90% |
Advisors Capital Management LLC | 853,609 | 795,802 | -57,807 | -6.77% |
Scotia Capital Inc. | 40,438 | 37,875 | -2,563 | -6.34% |
Westwood Holdings Group Inc. | 6,870 | 6,444 | -426 | -6.20% |
Stratos Wealth Partners LTD. | 16,945 | 15,992 | -953 | -5.62% |
AlphaCore Capital LLC | 23,255 | 21,973 | -1,282 | -5.51% |
Wealth Enhancement Advisory Services LLC | 56,589 | 53,520 | -3,069 | -5.42% |
Kraematon Investment Advisors Inc. | 25,567 | 24,184 | -1,383 | -5.41% |
Greystone Financial Group LLC | 372,915 | 354,398 | -18,517 | -4.97% |
Client 1ST Advisory Group LLC | 9,558 | 9,141 | -417 | -4.36% |
Northwest Investment Counselors LLC | 10,018 | 9,650 | -368 | -3.67% |
Raymond James Financial Services Advisors Inc. | 504,217 | 487,288 | -16,929 | -3.36% |
Proequities Inc. | 87,036 | 84,177 | -2,859 | -3.28% |
Summit X LLC | 9,449 | 9,145 | -304 | -3.22% |
Laffer Tengler Investments | 30,468 | 29,519 | -949 | -3.11% |
City Holding Co. | 88,574 | 86,116 | -2,458 | -2.78% |
Hexagon Capital Partners LLC | 256 | 249 | -7 | -2.73% |
IPG Investment Advisors LLC | 14,302 | 13,930 | -372 | -2.60% |
Klaas Financial Asset Advisors LLC | 45,334 | 44,197 | -1,137 | -2.51% |
Walkner Condon Financial Advisors LLC | 8,634 | 8,424 | -210 | -2.43% |
Spire Wealth Management | 1,583 | 1,545 | -38 | -2.40% |
Core Wealth Advisors Inc. | 1,632 | 1,593 | -39 | -2.39% |
ERn Financial LLC | 7,136 | 6,966 | -170 | -2.38% |
Captrust Financial Advisors | 11,396 | 11,159 | -237 | -2.08% |
Thrivent Financial for Lutherans | 22,000 | 21,609 | -391 | -1.78% |
Montecito Bank & Trust | 26,050 | 25,615 | -435 | -1.67% |
Mount Lucas Management LP | 29,786 | 29,292 | -494 | -1.66% |
Source Financial Advisors LLC | 29,837 | 29,362 | -475 | -1.59% |
Steward Partners Investment Advisory LLC | 19,846 | 19,537 | -309 | -1.56% |
NorthCrest Asset Manangement LLC | 30,074 | 29,633 | -441 | -1.47% |
Sage Advisory Services Ltd.Co. | 301,341 | 296,982 | -4,359 | -1.45% |
Wedbush Securities Inc. | 20,292 | 20,008 | -284 | -1.40% |
Roundview Capital LLC | 97,963 | 96,680 | -1,283 | -1.31% |
Ameritas Investment Partners Inc. | 2,306 | 2,277 | -29 | -1.26% |
Gallagher Fiduciary Advisors LLC | 831,105 | 820,726 | -10,379 | -1.25% |
Integrated Wealth Concepts LLC | 166,538 | 164,612 | -1,926 | -1.16% |
Atwood & Palmer Inc. | 277,920 | 274,830 | -3,090 | -1.11% |
Franklin Resources Inc. | 615 | 610 | -5 | -0.81% |
Raymond James Trust N.A. | 21,007 | 20,860 | -147 | -0.70% |
Sound Income Strategies LLC | 1,006,924 | 1,000,092 | -6,832 | -0.68% |
D.A. Davidson & CO. | 144,087 | 143,141 | -946 | -0.66% |
Investment Partners LTD. | 77,262 | 76,848 | -414 | -0.54% |
Hofer & Associates. Inc | 41,723 | 41,550 | -173 | -0.41% |
Mainstay Capital Management LLC ADV | 9,752 | 9,723 | -29 | -0.30% |
Advisors Asset Management Inc. | 4,772 | 4,762 | -10 | -0.21% |
Rosenberg Matthew Hamilton | 15,396 | 15,383 | -13 | -0.08% |
13F Filers Exiting SHYG | ||||
Buck Wealth Strategies LLC | 431 | 0 | -431 | -100.00% |
Hyperion Partners LLC | 7,200 | 0 | -7,200 | -100.00% |
Authentikos Wealth Advisory LLC | 547 | 0 | -547 | -100.00% |
Garden State Investment Advisory Services LLC | 14,430 | 0 | -14,430 | -100.00% |
Cape Investment Advisory Inc. | 284 | 0 | -284 | -100.00% |
Range Financial Group LLC | 5,048 | 0 | -5,048 | -100.00% |
Wayfinding Financial LLC | 14,240 | 0 | -14,240 | -100.00% |
Activest Wealth Management | 2,180 | 0 | -2,180 | -100.00% |
TNF LLC | 5,339 | 0 | -5,339 | -100.00% |
Twin Lakes Capital Management LLC | 39 | 0 | -39 | -100.00% |
Brown Financial Advisory | 26,495 | 0 | -26,495 | -100.00% |
4J Wealth Management LLC | 24,617 | 0 | -24,617 | -100.00% |
Horst & Graben Wealth Management LLC | 6,363 | 0 | -6,363 | -100.00% |
Absolute Capital Management LLC | 15,641 | 0 | -15,641 | -100.00% |
U.S. Capital Wealth Advisors LLC | 5,570 | 0 | -5,570 | -100.00% |
Columbia Advisory Partners LLC | 9,375 | 0 | -9,375 | -100.00% |
Lineweaver Wealth Advisors LLC | 14,335 | 0 | -14,335 | -100.00% |
Great Valley Advisor Group Inc. | 9,269 | 0 | -9,269 | -100.00% |
Cary Street Partners Investment Advisory LLC | 700 | 0 | -700 | -100.00% |
Brandywine Oak Private Wealth LLC | 5,383 | 0 | -5,383 | -100.00% |
Vista Investment Management | 5,945 | 0 | -5,945 | -100.00% |
Centerpoint Advisors LLC | 103 | 0 | -103 | -100.00% |
Financial Advocates Investment Management | 22,729 | 0 | -22,729 | -100.00% |
Shilanski & Associates Inc. | 10,611 | 0 | -10,611 | -100.00% |
Cypress Wealth Services LLC | 5,544 | 0 | -5,544 | -100.00% |
Belpointe Asset Management LLC | 10,000 | 0 | -10,000 | -100.00% |
Sowell Financial Services LLC | 10,888 | 0 | -10,888 | -100.00% |
Fort Sheridan Advisors LLC | 9,457 | 0 | -9,457 | -100.00% |
Signet Financial Management LLC | 15,929 | 0 | -15,929 | -100.00% |
Stonebridge Capital Advisors LLC | 426 | 0 | -426 | -100.00% |
Jane Street Group LLC | 1,720,768 | 0 | -1,720,768 | -100.00% |
Wolf Group Capital Advisors | 57,677 | 0 | -57,677 | -100.00% |
Mirae Asset Global Investments Co. Ltd. | 39,166 | 0 | -39,166 | -100.00% |
NewSquare Capital LLC | 311 | 0 | -311 | -100.00% |
Allianz Asset Management GmbH | 173,440 | 0 | -173,440 | -100.00% |
Global Endowment Management LP | 16,975 | 0 | -16,975 | -100.00% |
State of New Jersey Common Pension Fund D | 2,800,000 | 0 | -2,800,000 | -100.00% |
Two Sigma Securities LLC | 5,611 | 0 | -5,611 | -100.00% |
Ancora Advisors LLC | 81 | 0 | -81 | -100.00% |
Citadel Advisors LLC | 13,762 | 0 | -13,762 | -100.00% |
Headinvest LLC | 1,474 | 0 | -1,474 | -100.00% |
Hilltop Holdings Inc. | 16,260 | 0 | -16,260 | -100.00% |
Lazard Asset Management LLC | 1 | 0 | -1 | -100.00% |
Stephens Inc. AR | 5,001 | 0 | -5,001 | -100.00% |
MJP Associates Inc. ADV | 5,292 | 0 | -5,292 | -100.00% |
Brown Brothers Harriman & Co. | 15 | 0 | -15 | -100.00% |
See Summary: Institutional Holders of SHYG
See Details: Top 10 Hedge Funds Holding SHYG